THE MONKS INVESTMENT TRUST PLC
Your portfolio
12 / 13
Hannah Smith investigates whether a single scheme such as auto-
enrolment can hope to solve the many different retirement issues of its
vast number of members
One size fits all?
B
MONKS HAS OVER £1.6BN
IN NET ASSETS UNDER
MANAGEMENT, WHILE ITS
ONGOING CHARGE IS A
MODEST 0.59%*.
THE CENTRE OF
YOUR PORTFOLIO.
Monks Investment Trust, we believe, could be a core investment for anyone
seeking long term growth. It is managed according to Baillie Gifford’s £33bn Global
Alpha strategy. As a result, Monks takes a highly active approach to investment
and its portfolio looks nothing like the index. The managers group their holdings into
four different growth categories – stalwart, rapid, cyclical and latent. This allows for
excellent diversification and offers the chance to unearth some of the more interesting
companies listed on global stock markets.
Please remember that changing stock market conditions and currency exchange rates
will affect the value of the investment in the fund and any income from it. Investors
may not get back the amount invested. If in doubt, please seek financial advice.
If you’re looking for a fund to shine at the centre of your portfolio,
call 0800 917 2112 or visit www.monksinvestmenttrust.co.uk
A Key Information Document is available by contacting us.
Long-term investment partners
*Ongoing charges as at 30.04.17. All other data as at 31.12.17. Your call may be recorded for training or monitoring purposes. Monks Investment Trust PLC is available
through the Baillie Gifford Investment Trust Share Plan and the Investment Trust ISA, which are managed by Baillie Gifford Savings Management Limited (BGSM). BGSM
is an affiliate of Baillie Gifford & Co Limited, which is the manager and secretary of Monks Investment Trust PLC.
etween its launch in 2012
and the end of this year,
around 10 million people
will have been automatically
enrolled in a workplace pension. But
is the auto-enrolment system working
for everyone? W